Managers of Wealth Americas

$287B Edelman Financial Engines Adds Capital Group Alum as President

Ralph Haberli joins from Capital Group, where he was president of the Institutional & Retirement Client Group.

Evolve Private Wealth Names Morgan Stanley Advisor Brett Cohen as Managing Partner

Leading advisor joins independent multifamily office expanding its national footprint

Rothschild & Co hires Ralph Lerman as Managing Director in Business Services

This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.

Jefferies hires Lazard's Thomas for activism defense, sources say

Thomas will report to Chris Roop, who is head of mergers and acquisitions for the Americas.

BMO Financial Group makes executive changes including U.S. leadership

Levine will lead newly combined U.S. divisions of the bank as it aims to boost its key return-on-equity profitability measure, said chief executive Darryl White in a statement.

Canadian lender BMO shakes up executive bench amid US business revamp

Bank of Montreal announced several other executive moves

Apollon Welcomes Two Advisors to Central Pennsylvania Team

Brayden and James join us from a regional wealth management and CPA firm

Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader

The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.

Mosaic appoints Chubb’s Brian Bonkoski global head of cyber

“I’m thrilled to join a dynamic, agile cyber insurance carrier that’s committed to becoming a market leader,” said Bonkoski.

Merchant Hires Ex-M&A Head From Hightower

Rich Policastro will be responsible for expanding Merchant’s network of service providers.

COO at $8B Pure Financial Advisors Departs

Abbas Hasan, COO of Pure Financial Advisors, has left the $8 billion RIA backed by Emigrant Partners and Lee Equity Partners.

Captrust Names Former Echelon Managing Director M&A Head

Mike Wunderli will guide the acquisition strategy of the more than $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice.

WTW appoints Eric McMurray chairman of Health, Wealth & Career and Anne Pullum as global Health & Benefits business leader

The role will be effective July 1 as McMurray completes his current role as global head of Health & Benefits.

Partners Group hires Chief Investment Strategist for its Private Wealth and Retirement business

She joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years.

Akin Grows Investment Management Practice in Abu Dhabi with Addition of Skye Smith

Smith will begin in the Dallas office and relocate to Abu Dhabi in the coming months.

Tradeweb appoints Sherry Marcus from AWS as head of AI

In this newly-created global role, she will report to Tradeweb Chief Technology Officer Justin Peterson.

Grant Thornton appoints Rick Surett as CFO, succeeding longtime leader Muhammad Bhayat

He is an accomplished financial executive with nearly 30 years of experience across private equity backed companies, public markets and complex capital structures.

Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam

All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust.

Hightower Announces Transition to CEO Larry Restieri

Leadership change marks pivotal moment in RIA’s evolution

Aztec Group appoints former Vanguard Executive Sean Hagerty as chair

With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.

People Moves